Sam Stovall
Sam Stovall
cancel good investors month news rally reason temper
The month of May was a counter-trend rally where investors used good news as a reason to temper their bearishness and cancel out short-selling contracts.
beaten best christmas december four horrible market months past retailers says season year
December is one of the best months of the year for retailers. Of the past four years, retailers have beaten the market. Typically, everyone says the Christmas season is going to be horrible and they don't want to be in retailers, only to see December do very well for the market and even better for retailers.
advances goes market months price renewal setting
There's a lot more uncertainty now, ... And we've had 18 months of price advances -- that could just be setting us up for a renewal of the defensiveness the market goes through during the May-Oct. period.
earlier expect investors last looking month next week
That really spooked investors last month and this week they'll be looking for earlier numbers, like the PPI, to see if there isn't anything they can glean on what to expect from the next CPI report.
beaten buy held indeed industries market months past prior purchased seven
If you were to buy those industries that in the prior 12 months had beaten the S&P 500, if you had purchased those, held them for another 12 months, you indeed over the past 10 years would have beaten the market seven of those 10 times.
good investors january month start
I think investors are a lot like dieters. They look at January as a good month to start anew.
seeing
In general, we are seeing things that look a lot better.
cause certainly good increased mean reason run step volatility
Increased volatility can certainly cause increase tension, but that's not a reason to step out. It is certainly white-knuckle time, but that does not necessarily mean the good run has ended.
continue dish higher interest looking people stocks technology
Everyone is looking to dish the technology stocks on higher interest rates, but they continue to show they are not interest-rate sensitive, or at least as much as people would like.
best investment past stocks twenty vehicle
Stocks in the past twenty years have been... the best investment vehicle that's available,
book districts federal indication strength whether
The beige book should give us a better indication of where the strength is, whether it's in all the Federal (Reserve) districts or just one area.
bad coming fourth history looking october percent quarter rises
On average, coming out of a bad September, October rises 5 percent and the fourth quarter rises 4 percent overall. So if you use history as a guide, we're looking for a bounce.
feeling worst
The feeling is the worst is probably over for tech,
far question stocks tech
Not all tech stocks are cheap, ... The question is how far down can the Nasdaq go.